Archive - Investing Thoughts of TheStockNovice

Hypergrowth to...HyperGARP?

Feeling forced to hold hypergrowth as it ages.

Apr 17, 2023 •

March 2021

FinTwit Summit Spreadsheet Link

Thanks for attending. It was for a great cause.

Mar 23, 2021 •

Figuring Out Portfolio Fit

Thinking through buys and sells when weighing new info.

Mar 15, 2021 •

November 2020

Is it Lady Luck or Mad Skillz?

While we always want to credit one or the other, it's usually a bit of both.

Nov 13, 2020 •

October 2020

"Dammit! I wish I had so-and-so's returns."

Why? Don't externally compare. Internally improve instead.

Oct 15, 2020 •

September 2020

Thoughts on Portfolio Management

How many stocks?...And at what allocations??...How the heck am I supposed to figure all this out?!?

Sep 15, 2020 •

August 2020

"Hey! What stock should I buy?!?"

Wouldn't a better question be "How does one identify a good company?"

Aug 13, 2020 •

July 2020

Valuation and Hyper-Growth Stocks

How expensive is too expensive?

Jul 13, 2020 •

June 2020

Buying Low, Selling High and Understanding the S-Curve

Trying to build a framework for what is always a judgment call...

Jun 15, 2020 •

May 2020

Growth Investing vs Momentum Investing

Which am I doing and is there a difference?

May 13, 2020 •

April 2020

Using Company Guides to Create Estimates

Trying to pre-connect the dots...

Apr 23, 2020 •

Preparing for Earnings Season

What must companies do to keep our hard-earned investment dollars?

Apr 16, 2020 •

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